Waste Management Solution - Appointments
From All n One's bxp software Wixi
1 Overview
The Appointments feature can be used to schedule and manage appointments with Customers and Prospects. Appointments can be added to any active Prospect or Customer record and can be viewed or amended at any time. This article will cover how to add and edit Appointments and the various options for reviewing appointments.
2 Appointments Tab
Appointments cannot be added as standalone records but must instead be associated with a specific Prospect or Customer. The Appointments tab displays all of the existing appointment stats for a Prospect or Customer, and allows for adding new Appointments and reviewing a records full Appointment history. To access it, first open the Prospect or Customer, then click on the the Appointments tab.
The tab also displays an overview report detailing the number of appointments scheduled, completed and cancelled for this record.
3 Add Appointment
To add an appointment, click on the Create New Appointment button under the Appointment tab for the Prospect or Customer you wish to schedule the appointment with. You will be forwarded to the new appointment interface.
The menus is separated into three tabs:
- Appointment Details - Primary Details
- Appointment Notes - Pre and Post Appointment notes
- Appointment History tab - Miscellaneous record information
The Appointment Details tab retains the primary details for the appointment, all fields in this tab are mandatory. Once you have filled in the Appointment details, click on Save Appointment to submit it.
